Benjamin Fookes
Fiduciary Financial Group · San Rafael, California
Benjamin Fookes is a fee-only financial advisor at Fiduciary Financial Group in San Rafael, California. Benjamin focuses on equity compensation, estate & legacy planning and tax planning. Fiduciary Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Benjamin →
Specialties
Who they serve
- Retirees
- Executives
- Tech employees
- Founders
Facts
| Firm | Fiduciary Financial Group |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,607 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7460556 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ffgwealth.com |
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
Is Benjamin Fookes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Fiduciary Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Fiduciary Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Benjamin work with clients virtually?
Yes. Fiduciary Financial Group says on its website that it works with clients remotely.
Where is Benjamin Fookes based?
Benjamin Fookes is based in San Rafael, California.
What does Benjamin specialize in?
Benjamin's specialties include equity compensation, estate & legacy planning, tax planning and small business owners. Benjamin works with retirees, executives, tech employees and founders.
Is Benjamin Fookes registered with the SEC?
Yes. Benjamin Fookes is registered as an investment adviser representative in ID (CRD 7460556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Group manage?
Fiduciary Financial Group reports $1.12B across 1,607 accounts in assets under management.
How do I contact Benjamin Fookes?
Through Benjamin's website, www.ffgwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fiduciary Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.